policyengine-us 1.413.0__py3-none-any.whl → 1.439.0__py3-none-any.whl

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/eligibility/tx_tanf_caretaker_type.yaml

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+- name: Case 1, child-only non-caretaker case.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 10
+        is_tax_unit_head_or_spouse: false
+    spm_units:
+      spm_unit:
+        members: [person1]
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_caretaker_type: NON_CARETAKER
+    # 0 eligible parents → non-caretaker (child-only)
+
+- name: Case 2, single parent caretaker without second parent.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 10
+        is_tax_unit_head_or_spouse: false
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_tanf_caretaker_type: CARETAKER_WITHOUT_SECOND_PARENT
+    # 1 eligible parent → caretaker without second parent
+
+- name: Case 3, two parent caretaker with second parent.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 29
+        is_tax_unit_head_or_spouse: true
+      person3:
+        age: 10
+        is_tax_unit_head_or_spouse: false
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: TX
+  output:
+    tx_tanf_caretaker_type: CARETAKER_WITH_SECOND_PARENT
+    # 2 eligible parents → caretaker with second parent
+
+- name: Case 4, three parents still caretaker with second parent.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+      person2:
+        age: 29
+        is_tax_unit_head_or_spouse: true
+      person3:
+        age: 28
+        is_tax_unit_head_or_spouse: true
+      person4:
+        age: 10
+        is_tax_unit_head_or_spouse: false
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3, person4]
+    households:
+      household:
+        members: [person1, person2, person3, person4]
+        state_code: TX
+  output:
+    tx_tanf_caretaker_type: CARETAKER_WITH_SECOND_PARENT
+    # 3+ eligible parents → caretaker with second parent
+
+- name: Case 5, undocumented parent excluded from count.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 30
+        is_tax_unit_head_or_spouse: true
+        immigration_status: UNDOCUMENTED
+      person2:
+        age: 29
+        is_tax_unit_head_or_spouse: true
+        immigration_status: CITIZEN
+      person3:
+        age: 10
+        is_tax_unit_head_or_spouse: false
+        immigration_status: CITIZEN
+    spm_units:
+      spm_unit:
+        members: [person1, person2, person3]
+    households:
+      household:
+        members: [person1, person2, person3]
+        state_code: TX
+  output:
+    tx_tanf_caretaker_type: CARETAKER_WITHOUT_SECOND_PARENT
+    # Person1 not immigration eligible → only 1 eligible parent

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/eligibility/tx_tanf_eligible.yaml

@@ -0,0 +1,123 @@
+- name: Case 1, meets all eligibility requirements.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 10
+        tx_tanf_eligible_child: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        tx_tanf_income_eligible: true
+        tx_tanf_resources_eligible: true
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_eligible: true
+    # Has eligible child (true) AND income eligible (true) AND resources eligible (true) → Eligible
+
+- name: Case 2, fails income test.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 10
+        tx_tanf_eligible_child: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        tx_tanf_income_eligible: false
+        tx_tanf_resources_eligible: true
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_eligible: false
+    # Has eligible child (true) but fails income test (false) → Not eligible
+
+- name: Case 3, fails resources test.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 10
+        tx_tanf_eligible_child: true
+    spm_units:
+      spm_unit:
+        members: [person1]
+        tx_tanf_income_eligible: true
+        tx_tanf_resources_eligible: false
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_eligible: false
+    # Has eligible child (true) and income eligible (true) but fails resources test (false) → Not eligible
+
+- name: Case 4, no eligible child.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 10
+        tx_tanf_eligible_child: false
+    spm_units:
+      spm_unit:
+        members: [person1]
+        tx_tanf_income_eligible: true
+        tx_tanf_resources_eligible: true
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_eligible: false
+    # No eligible child (false) even though passes financial tests → Not eligible
+    # Must have at least one eligible child
+
+- name: Case 5, fails all tests.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 10
+        tx_tanf_eligible_child: false
+    spm_units:
+      spm_unit:
+        members: [person1]
+        tx_tanf_income_eligible: false
+        tx_tanf_resources_eligible: false
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_eligible: false
+    # Fails all three requirements → Not eligible
+
+- name: Case 6, multiple eligible children.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 10
+        tx_tanf_eligible_child: true
+      person2:
+        age: 8
+        tx_tanf_eligible_child: true
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        tx_tanf_income_eligible: true
+        tx_tanf_resources_eligible: true
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_tanf_eligible: true
+    # Multiple eligible children AND passes financial tests → Eligible

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/eligibility/tx_tanf_income_eligible.yaml

@@ -0,0 +1,69 @@
+- name: Case 1, applicant passes both tests.
+  period: 2025-01
+  input:
+    tx_tanf_budgetary_needs_test: true
+    tx_tanf_recognizable_needs_test: true
+    is_tanf_enrolled: false
+    state_code: TX
+  output:
+    tx_tanf_income_eligible: true
+    # Applicant: passes budgetary (true) AND recognizable (true) → Eligible
+
+- name: Case 2, applicant passes budgetary but fails recognizable.
+  period: 2025-01
+  input:
+    tx_tanf_budgetary_needs_test: true
+    tx_tanf_recognizable_needs_test: false
+    is_tanf_enrolled: false
+    state_code: TX
+  output:
+    tx_tanf_income_eligible: false
+    # Applicant: passes budgetary (true) but fails recognizable (false) → Not eligible
+    # Must pass BOTH tests
+
+- name: Case 3, applicant fails budgetary but passes recognizable.
+  period: 2025-01
+  input:
+    tx_tanf_budgetary_needs_test: false
+    tx_tanf_recognizable_needs_test: true
+    is_tanf_enrolled: false
+    state_code: TX
+  output:
+    tx_tanf_income_eligible: false
+    # Applicant: fails budgetary (false) even though passes recognizable (true) → Not eligible
+    # Must pass BOTH tests
+
+- name: Case 4, applicant fails both tests.
+  period: 2025-01
+  input:
+    tx_tanf_budgetary_needs_test: false
+    tx_tanf_recognizable_needs_test: false
+    is_tanf_enrolled: false
+    state_code: TX
+  output:
+    tx_tanf_income_eligible: false
+    # Applicant: fails both tests → Not eligible
+
+- name: Case 5, continuing recipient passes recognizable test.
+  period: 2025-01
+  input:
+    tx_tanf_budgetary_needs_test: false
+    tx_tanf_recognizable_needs_test: true
+    is_tanf_enrolled: true
+    state_code: TX
+  output:
+    tx_tanf_income_eligible: true
+    # Continuing: only needs to pass recognizable test (true) → Eligible
+    # Budgetary test result doesn't matter for continuing recipients
+
+- name: Case 6, continuing recipient fails recognizable test.
+  period: 2025-01
+  input:
+    tx_tanf_budgetary_needs_test: true
+    tx_tanf_recognizable_needs_test: false
+    is_tanf_enrolled: true
+    state_code: TX
+  output:
+    tx_tanf_income_eligible: false
+    # Continuing: fails recognizable test (false) → Not eligible
+    # Even though budgetary is true, it's not checked for continuing recipients

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/eligibility/tx_tanf_recognizable_needs_test.yaml

@@ -0,0 +1,54 @@
+- name: Case 1, income below recognizable needs passes.
+  period: 2025-01
+  input:
+    tx_tanf_countable_income: 100
+    tx_tanf_budgetary_needs: 650
+    state_code: TX
+  output:
+    tx_tanf_recognizable_needs_test: true
+    # Recognizable needs = 650 * 0.25 = 162.5
+    # Income (100) < recognizable needs (162.5) → Pass
+
+- name: Case 2, income equals recognizable needs fails.
+  period: 2025-01
+  input:
+    tx_tanf_countable_income: 162.5
+    tx_tanf_budgetary_needs: 650
+    state_code: TX
+  output:
+    tx_tanf_recognizable_needs_test: false
+    # Recognizable needs = 650 * 0.25 = 162.5
+    # Income (162.5) ≥ recognizable needs (162.5) → Fail
+
+- name: Case 3, income exceeds recognizable needs fails.
+  period: 2025-01
+  input:
+    tx_tanf_countable_income: 200
+    tx_tanf_budgetary_needs: 650
+    state_code: TX
+  output:
+    tx_tanf_recognizable_needs_test: false
+    # Recognizable needs = 650 * 0.25 = 162.5
+    # Income (200) > recognizable needs (162.5) → Fail
+
+- name: Case 4, zero income always passes.
+  period: 2025-01
+  input:
+    tx_tanf_countable_income: 0
+    tx_tanf_budgetary_needs: 650
+    state_code: TX
+  output:
+    tx_tanf_recognizable_needs_test: true
+    # Recognizable needs = 650 * 0.25 = 162.5
+    # Income (0) < recognizable needs (162.5) → Pass
+
+- name: Case 5, larger household with higher needs.
+  period: 2025-01
+  input:
+    tx_tanf_countable_income: 200
+    tx_tanf_budgetary_needs: 824
+    state_code: TX
+  output:
+    tx_tanf_recognizable_needs_test: true
+    # Recognizable needs = 824 * 0.25 = 206
+    # Income (200) < recognizable needs (206) → Pass

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/eligibility/tx_tanf_resources_eligible.yaml

@@ -0,0 +1,44 @@
+- name: Case 1, resources well below limit.
+  period: 2025-01
+  input:
+    tx_tanf_countable_resources: 500
+    state_code: TX
+  output:
+    tx_tanf_resources_eligible: true
+    # Resources (500) <= limit (1,000) → Pass
+
+- name: Case 2, resources at limit.
+  period: 2025-01
+  input:
+    tx_tanf_countable_resources: 1_000
+    state_code: TX
+  output:
+    tx_tanf_resources_eligible: true
+    # Resources (1,000) <= limit (1,000) → Pass
+
+- name: Case 3, resources slightly above limit.
+  period: 2025-01
+  input:
+    tx_tanf_countable_resources: 1_001
+    state_code: TX
+  output:
+    tx_tanf_resources_eligible: false
+    # Resources (1,001) > limit (1,000) → Fail
+
+- name: Case 4, resources far above limit.
+  period: 2025-01
+  input:
+    tx_tanf_countable_resources: 15_000
+    state_code: TX
+  output:
+    tx_tanf_resources_eligible: false
+    # Resources (15,000) > limit (1,000) → Fail
+
+- name: Case 5, zero resources.
+  period: 2025-01
+  input:
+    tx_tanf_countable_resources: 0
+    state_code: TX
+  output:
+    tx_tanf_resources_eligible: true
+    # Resources (0) <= limit (1,000) → Pass

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/income/deductions/tx_tanf_child_support_deduction.yaml

@@ -0,0 +1,55 @@
+- name: Case 1, no child support received.
+  period: 2025-01
+  input:
+    child_support_received: 0
+    state_code: TX
+  output:
+    tx_tanf_child_support_deduction: 0
+    # No child support → no deduction
+
+- name: Case 2, child support below $75 cap.
+  period: 2025-01
+  input:
+    child_support_received: 600  # $50/month
+    state_code: TX
+  output:
+    tx_tanf_child_support_deduction: 50
+    # 600 / 12 = 50, below $75 cap → deduct full $50
+
+- name: Case 3, child support exceeds $75 cap.
+  period: 2025-01
+  input:
+    child_support_received: 1_200  # $100/month
+    state_code: TX
+  output:
+    tx_tanf_child_support_deduction: 75
+    # 1,200 / 12 = 100, exceeds $75 cap → deduct only $75
+
+- name: Case 4, child support exactly at $75 cap.
+  period: 2025-01
+  input:
+    child_support_received: 900  # $75/month
+    state_code: TX
+  output:
+    tx_tanf_child_support_deduction: 75
+    # 900 / 12 = 75, equals cap → deduct $75
+
+- name: Case 5, multiple people with child support per household cap.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        child_support_received: 600  # $50/month
+      person2:
+        child_support_received: 600  # $50/month
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_tanf_child_support_deduction: 75
+    # Person1: 50 + Person2: 50 = 100 total
+    # Per-household cap of $75 → deduct only $75

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/income/deductions/tx_tanf_dependent_care_deduction.yaml

@@ -0,0 +1,54 @@
+- name: Case 1, actual expenses below maximum.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 1
+      person2:
+        age: 5
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        childcare_expenses: 3_000
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_tanf_dependent_care_deduction: 250
+
+- name: Case 2, actual expenses exceed maximum.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 1
+      person2:
+        age: 5
+    spm_units:
+      spm_unit:
+        members: [person1, person2]
+        childcare_expenses: 6_000
+    households:
+      household:
+        members: [person1, person2]
+        state_code: TX
+  output:
+    tx_tanf_dependent_care_deduction: 375
+
+- name: Case 3, no childcare expenses.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        age: 1
+    spm_units:
+      spm_unit:
+        members: [person1]
+        childcare_expenses: 0
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_dependent_care_deduction: 0

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/income/earned/tx_tanf_countable_earned_income.yaml

@@ -0,0 +1,39 @@
+- name: Case 1, earned income with no dependent care deduction.
+  period: 2025-01
+  input:
+    tx_tanf_earned_income_after_disregard_person: 200
+    tx_tanf_dependent_care_deduction: 0
+    state_code: TX
+  output:
+    tx_tanf_countable_earned_income: 200
+    # 200 - 0 = 200
+
+- name: Case 2, earned income with partial dependent care deduction.
+  period: 2025-01
+  input:
+    tx_tanf_earned_income_after_disregard_person: 200
+    tx_tanf_dependent_care_deduction: 150
+    state_code: TX
+  output:
+    tx_tanf_countable_earned_income: 50
+    # 200 - 150 = 50
+
+- name: Case 3, dependent care deduction exceeds earned income.
+  period: 2025-01
+  input:
+    tx_tanf_earned_income_after_disregard_person: 100
+    tx_tanf_dependent_care_deduction: 200
+    state_code: TX
+  output:
+    tx_tanf_countable_earned_income: 0
+    # max(100 - 200, 0) = 0
+
+- name: Case 4, no earned income.
+  period: 2025-01
+  input:
+    tx_tanf_earned_income_after_disregard_person: 0
+    tx_tanf_dependent_care_deduction: 0
+    state_code: TX
+  output:
+    tx_tanf_countable_earned_income: 0
+    # 0 - 0 = 0

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/income/earned/tx_tanf_earned_income_after_disregard_person.yaml

@@ -0,0 +1,36 @@
+- name: Case 1, new applicant with low earnings gets 1/3 disregard.
+  period: 2025-01
+  absolute_error_margin: 0.01
+  input:
+    tx_tanf_gross_earned_income: 600
+    is_tanf_enrolled: false
+    state_code: TX
+  output:
+    tx_tanf_earned_income_after_disregard_person: 321.60
+
+- name: Case 2, continuing recipient gets 90% disregard.
+  period: 2025-01
+  input:
+    tx_tanf_gross_earned_income: 600
+    is_tanf_enrolled: true
+    state_code: TX
+  output:
+    tx_tanf_earned_income_after_disregard_person: 48
+
+- name: Case 3, continuing recipient hits $1,400 disregard cap.
+  period: 2025-01
+  input:
+    tx_tanf_gross_earned_income: 2_000
+    is_tanf_enrolled: true
+    state_code: TX
+  output:
+    tx_tanf_earned_income_after_disregard_person: 480
+
+- name: Case 4, zero earnings.
+  period: 2025-01
+  input:
+    tx_tanf_gross_earned_income: 0
+    is_tanf_enrolled: false
+    state_code: TX
+  output:
+    tx_tanf_earned_income_after_disregard_person: 0

policyengine_us/tests/policy/baseline/gov/states/tx/tanf/income/tx_tanf_income_for_budgetary_needs_test.yaml

@@ -0,0 +1,102 @@
+- name: Case 1, only earned income after work expense.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        tx_tanf_gross_earned_income: 400
+    spm_units:
+      spm_unit:
+        members: [person1]
+        tx_tanf_dependent_care_deduction: 0
+        tx_tanf_countable_unearned_income: 0
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_income_for_budgetary_needs_test: 280
+    # Earned: 400 - 120 work expense = 280
+    # No dependent care deduction, no unearned income
+    # Total: 280
+
+- name: Case 2, earned income with dependent care deduction.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        tx_tanf_gross_earned_income: 400
+    spm_units:
+      spm_unit:
+        members: [person1]
+        tx_tanf_dependent_care_deduction: 150
+        tx_tanf_countable_unearned_income: 0
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_income_for_budgetary_needs_test: 130
+    # Earned: 400 - 120 work expense = 280
+    # After dependent care: 280 - 150 = 130
+    # Total: 130
+
+- name: Case 3, earned and unearned income.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        tx_tanf_gross_earned_income: 400
+    spm_units:
+      spm_unit:
+        members: [person1]
+        tx_tanf_dependent_care_deduction: 100
+        tx_tanf_countable_unearned_income: 200
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_income_for_budgetary_needs_test: 380
+    # Earned: 400 - 120 work expense = 280
+    # After dependent care: 280 - 100 = 180
+    # Plus unearned: 180 + 200 = 380
+
+- name: Case 4, dependent care exceeds earned income.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        tx_tanf_gross_earned_income: 200
+    spm_units:
+      spm_unit:
+        members: [person1]
+        tx_tanf_dependent_care_deduction: 300
+        tx_tanf_countable_unearned_income: 100
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_income_for_budgetary_needs_test: 100
+    # Earned: 200 - 120 work expense = 80
+    # After dependent care: max(80 - 300, 0) = 0
+    # Plus unearned: 0 + 100 = 100
+
+- name: Case 5, no income.
+  period: 2025-01
+  input:
+    people:
+      person1:
+        tx_tanf_gross_earned_income: 0
+    spm_units:
+      spm_unit:
+        members: [person1]
+        tx_tanf_dependent_care_deduction: 0
+        tx_tanf_countable_unearned_income: 0
+    households:
+      household:
+        members: [person1]
+        state_code: TX
+  output:
+    tx_tanf_income_for_budgetary_needs_test: 0
+    # No earned or unearned income → 0